Microsoft Corporation $MSFT is Symphony Financial Ltd. Co.’s 4th Largest Position

Symphony Financial Ltd. Co. decreased its stake in Microsoft Corporation (NASDAQ:MSFT) by 6.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 51,880 shares of the software giant’s stock after selling 3,661 shares during the period. Microsoft makes up 3.3% of Symphony Financial Ltd. Co.’s investment portfolio, making the stock its 4th largest holding. Symphony Financial Ltd. Co.’s holdings in Microsoft were worth $26,873,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. AlphaQuest LLC increased its stake in shares of Microsoft by 5.9% during the 2nd quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after purchasing an additional 19 shares in the last quarter. BLVD Private Wealth LLC lifted its position in Microsoft by 0.6% during the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock worth $1,641,000 after buying an additional 19 shares during the period. Red Mountain Financial LLC increased its position in Microsoft by 0.7% during the second quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock worth $1,373,000 after purchasing an additional 20 shares during the last quarter. Onyx Financial Advisors LLC increased its stake in Microsoft by 0.3% during the second quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock worth $3,536,000 after acquiring an additional 20 shares during the last quarter. Finally, Foundation Wealth Management LLC PA increased its position in Microsoft by 1.6% during the 2nd quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock worth $635,000 after purchasing an additional 20 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the completion of the sale, the chief executive officer owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the transaction, the executive vice president directly owned 55,782 shares in the company, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by company insiders.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft secured a deal to lock in a 20% share of OpenAI’s revenue through 2032 — a material, long-duration cash-flow stream that reinforces MSFT’s strategic AI partnership and upside if OpenAI monetizes broadly. Microsoft Locks In 20% Of OpenAI’s Revenue
• Positive Sentiment: Insider buying: director John W. Stanton purchased 5,000 MSFT shares, signaling management confidence and giving investors a modest behavioral vote of confidence. Insider Purchase: Director at $MSFT Buys 5,000 Shares
• Positive Sentiment: Microsoft reaffirmed its renewable-energy commitments—continuing to match its electricity needs with clean power as it scales data-center capacity, which reduces regulatory/ESG risk for long-term investors. Microsoft to keep buying renewable energy to match electricity needs
• Positive Sentiment: Wall Street interest: notes calling Microsoft “under-owned” and continued buy/overweight ratings (and a median price target well above current levels) provide conviction for inflows from institutional investors. Morgan Stanley: Microsoft is under-owned
• Neutral Sentiment: Global growth push: Microsoft says it’s on pace to invest ~$50B in AI across the “Global South” through 2030 — a major long-term market expansion that could drive growth but also requires heavy up-front capex and multi-year execution. Microsoft $50B Global South AI push
• Neutral Sentiment: Partnerships/marketplace traction: CrowdStrike’s Falcon platform is now on Microsoft Marketplace, easing procurement for customers and reinforcing MSFT’s enterprise security ecosystem (incremental revenue/ stickiness but limited immediate top-line impact). Falcon on Microsoft Marketplace
• Negative Sentiment: AI risks and bugs: reports of a Copilot/Office bug and new “AI recommendation poisoning” threats have raised short-term security and quality concerns around Microsoft’s AI products, which can pressure enterprise adoption sentiment. New AI-Related Bug Does Not Dampen Microsoft Stock AI Recommendation Poisoning
• Negative Sentiment: Investor rotation and spending concerns: some funds are trimming MSFT amid worries that aggressive AI infrastructure and capex could weigh near-term margins — paired with downgrades and headlines about investor selling that create volatility. Investors Dump Microsoft Shares Melius Research Downgrades Microsoft

Microsoft Stock Performance

MSFT opened at $399.60 on Thursday. The business has a 50 day moving average price of $455.46 and a two-hundred day moving average price of $489.92. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a market capitalization of $2.97 trillion, a price-to-earnings ratio of 24.99, a price-to-earnings-growth ratio of 1.55 and a beta of 1.08. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. During the same period in the previous year, the business earned $3.23 earnings per share. Microsoft’s revenue for the quarter was up 16.7% compared to the same quarter last year. Research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is currently 22.76%.

Analyst Ratings Changes

MSFT has been the topic of several research reports. Deutsche Bank Aktiengesellschaft cut their price objective on Microsoft from $630.00 to $575.00 and set a “buy” rating on the stock in a research report on Thursday, January 29th. Rothschild & Co Redburn set a $450.00 price objective on shares of Microsoft in a research note on Wednesday, January 21st. Bank of America decreased their target price on Microsoft from $640.00 to $520.00 and set a “buy” rating for the company in a research report on Monday, January 26th. Wolfe Research lowered their target price on shares of Microsoft from $625.00 to $530.00 and set an “outperform” rating for the company in a research note on Thursday, January 29th. Finally, Melius Research set a $430.00 price objective on shares of Microsoft in a research note on Monday, February 9th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $591.95.

Microsoft Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).